# Trajan Wealth — Plan Smarter. Dream Bigger. > Consolidated financial overview, investment tracking, and advisor communication. (iPhone/iPad app by Trajan Wealth, LLC.) - Source: https://appshunter.io/ios/app/trajan-wealth/id6748940464 (this page in markdown: same URL + `.md`) - Developer: [Trajan Wealth, LLC](https://appshunter.io/developer/1828147104) - Category: Finance - Price: Free - Rating: 3.00/5 from 4 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 39 MB - Languages: American English - Released: 2025-10-30 - Data updated: 2026-07-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/trajan-wealth/id6748940464/reviews.md ## What is Trajan Wealth? Trajan Wealth: Fiduciary Partner, On Your Side At Trajan Wealth, we believe managing your money should be easy and reliable. The Trajan Wealth app is designed to bring simplicity and clarity to your financial life, giving you a single, dependable place to see all of your investments. It's a straightforward way to stay organized and feel more confident about your financial future. We believe that everyone deserves a clear and honest look at their money. Our app is a tool that works with you, making it easier to understand your current financial standing and take steps toward your goals. Find Clarity and Confidence with Our Features: • Your Complete Financial Picture: See everything in one place. The app brings all of your accounts, assets, and liabilities together into a single, easy-to-understand dashboard. • Intelligent Insights: Get helpful insights and information from our AI tool, designed to help you navigate your finances and make informed decisions. • Track Your Portfolio with Ease: Keep an eye on your investments effortlessly. Monitor your accounts from your phone whenever you need to. • A Steady Foundation: Quickly view your annuities in one spot, so you always know what your financial safety net looks like. • Handle Tasks with Confidence: Our simple service request system makes it easy to get things done. From updating forms to asking a question, support is a tap away. • Understand Your Investments: Access our Learning Hub for articles and videos. Get the knowledge you need to feel confident about your financial decisions. • Connect with Your Fiduciary Advisor: Easily schedule an appointment and communicate with your advisor directly through the app whenever you need to. • Planning Made Simple: Take the stress out of planning for the future. Effortlessly view and manage your beneficiary designations. Download the Trajan Wealth app and start simplifying your finances today. ## Key features - Consolidated financial dashboard - Intelligent AI insights - Investment portfolio tracking - Annuity overview - Service request system - Learning Hub for financial education - Direct advisor communication - Beneficiary designation management ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/trajan-wealth/id6748940464/reviews.md ### 1/5 — App doesn’t work *2026-05-24, version 1.7.4* See title. ### 5/5 — Now I can plan smarter *2026-04-30, version 1.7.2* Love this app, very easy to use. ### 1/5 — App doesn't work *2026-04-25, version 1.7.1* I put in my information and the app takes too long to respond with a code. I enter the code and get an error stating the code is incorrect. ## Frequently asked questions about Trajan Wealth ### What is Trajan Wealth? Trajan Wealth is a finance app designed to simplify financial management by providing a consolidated view of all your investments, assets, and liabilities. It offers features like portfolio tracking, intelligent insights, and direct communication with your financial advisor. ### Is Trajan Wealth free to use? Yes, Trajan Wealth is available for free. There are no in-app purchases or subscription fees required to access its core features. ### What devices does Trajan Wealth support? Trajan Wealth is available on iPhone, iPad, and iPod devices. It is designed for iOS users. ### How secure is Trajan Wealth? While the description does not detail specific security measures, the app is designed to be a dependable place for your financial information. Users should always practice good digital security habits. ### Can I track all my accounts with Trajan Wealth? Yes, the app brings all of your accounts, assets, and liabilities together into a single dashboard for a complete financial picture. ### Does Trajan Wealth have ads? No, Trajan Wealth does not contain advertisements. It is a completely ad-free experience for users. ### How often is Trajan Wealth updated? The latest version of Trajan Wealth was released on May 15, 2026, indicating ongoing development and updates. Users can expect regular improvements and new features. ### What is the user sentiment for Trajan Wealth? Based on the provided data, Trajan Wealth has a rating of 3.7 stars from 3 ratings. This suggests a generally positive but mixed reception from its current user base. ## Version history (last 5 releases) ### 1.7.13 — 2026-07-24 Various enhancements and bug fixes ### 1.7.12 — 2026-07-22 Various enhancements and bug fixes ### 1.7.11 — 2026-06-25 Various enhancements and bug fixes ### 1.7.10 — 2026-06-22 Various enhancements and bug fixes ### 1.7.9 — 2026-06-16 Various enhancements and bug fixes ## Apps similar to Trajan Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [MVP 401k Benefits](https://appshunter.io/ios/app/mvp-401k-benefits/id1622444504) | 1.0 (6) | Free | Finance | | [Moneyscope: Budget & Finance](https://appshunter.io/ios/app/moneyscope-budget-and-finance/id6444339152) | 4.5 (4) | Free | Finance | | [GBI Direct](https://appshunter.io/ios/app/gbi-direct/id1567752297) | 4.4 (30) | Free | Finance | | [Lydia AI Budgeting Coach](https://appshunter.io/ios/app/lydia-ai-budgeting-coach/id6737857464) | 5.0 (10) | Free | Finance | | [GoPrime Mortgage, Inc.](https://appshunter.io/ios/app/goprime-mortgage-inc/id1169571227) | 4.9 (24) | Free | Finance | | [Allen CFA Exam \| Comp Review](https://appshunter.io/ios/app/allen-cfa-exam-comp-review/id6463186848) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-25.*